Background synchronisation
This content is for Spring ’26. Switch to the latest version for up-to-date documentation.
Background syncing downloads and uploads data automatically based on configurable triggers, which reduces the need to open the sync screen after every task.
Key triggers (mobile configuration)
Section titled “Key triggers (mobile configuration)”- VisitEnd - Sync when a visit is completed.
- VisitCreate - Sync when a new visit is created.
- TaskEnd - Sync when tasks complete (audits, orders, guides, etc.).
- AccountCreate - Sync when a new account is created on the device.
- ConfigurableRecord - Sync when configured custom object records are created or edited.
User experience
Section titled “User experience”The app can show status on the sync entry in the navigation bar (for example in-progress, success, or failure). You can open sync from there to view progress, errors, and completion, consistent with manual sync.
See Additional configuration values for AutoSyncLocations and related JSON.